Friday 12 September 2025, London: Octopus Money was last night crowned Advice Firm of the Year at the 2025 Money Marketing Awards: recognition of its mission to transform the way people experience financial planning. In just two years, the firm has grown rapidly, now reaching more than 250,000 employees through workplace partnerships.
Judged against four key criteria – breadth of expertise, resilience to market and regulatory challenges, improvements in client services, and commitment to training and competence – Octopus Money stood out for its focus on client experience. From helping first-time investors with smaller portfolios to high-net-worth individuals, the company has focused on making advice more accessible than ever. Customers have described the service as “life-changing”, with one recently admitting: “I felt such a relief, I welled up with tears,” while another shared: “I was blown away by the level of detail Octopus Money go to and with such a personal touch.”
The combination of technology and human touch was a central focus of the firm’s win. Octopus Money has developed its own Seccl-powered investment platform to lower costs and enhance the client experience, whilst implementing a pioneering use of AI to simplify back-office processes. These innovations have freed up advisers and coaches to spend more time with clients and allow the business to profitably serve investors with portfolios as small as £50k – a segment long underserved by the industry.
Octopus Money holds a 4.8/5 rating on VouchedFor and an “Excellent” rating on TrustPilot.
Ruth Handcock OBE, CEO of Octopus Money, said: “When Octopus Money was born two years ago, I knew we were onto something special. Changing the way people talk about money doesn’t just shift the numbers on a spreadsheet, it changes lives. We hear it every day in the feedback from our customers, from tears of relief to that sense of excitement when someone finally feels in control of their future. This award is such a powerful recognition of the whole team’s effort to prove that financial planning can be accessible, human and genuinely life-changing.”
ENDS
For media enquiries, contact caroline.hailstone@octopusmoney.com
About Octopus Money
At Octopus Money, we’re on a mission to make investing and money advice accessible to all. We combine expert support and smart technology to help more people plan, save and invest for the life they want.
We partner with some of the UK’s leading employers to bring 1-to-1, personalised support to over 250,000 employees. We also license our award-winning methodology, training and technology to financial services brands, helping them deliver financial advice to more customers, at a lower cost than ever before.
Part of the Octopus Group and a certified B Corp, Octopus Money is committed to doing the right thing for customers, advisers and the future we all share.